SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 257 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $272,000 | -6.5% | 7,166 | +0.8% | 0.03% | -8.8% |
| Q4 2021 | $291,000 | -1.4% | 7,106 | 0.0% | 0.03% | -12.8% |
| Q3 2021 | $295,000 | -1.7% | 7,106 | -1.4% | 0.04% | -7.1% |
| Q2 2021 | $300,000 | +5.3% | 7,206 | -0.3% | 0.04% | -2.3% |
| Q1 2021 | $285,000 | +4.8% | 7,231 | -0.1% | 0.04% | -6.5% |
| Q4 2020 | $272,000 | +5.8% | 7,236 | -8.5% | 0.05% | -8.0% |
| Q3 2020 | $257,000 | +8.4% | 7,911 | -1.2% | 0.05% | -2.0% |
| Q2 2020 | $237,000 | -4.0% | 8,011 | +12.5% | 0.05% | -1.9% |
| Q4 2019 | $247,000 | +18.8% | 7,123 | +8.7% | 0.05% | +6.1% |
| Q3 2019 | $208,000 | -2.8% | 6,550 | 0.0% | 0.05% | -5.8% |
| Q2 2019 | $214,000 | +1.9% | 6,550 | +0.5% | 0.05% | -3.7% |
| Q1 2019 | $210,000 | -48.5% | 6,520 | -42.6% | 0.05% | -3.6% |
| Q3 2018 | $408,000 | +99.0% | 11,360 | +100.0% | 0.06% | -3.4% |
| Q2 2018 | $205,000 | – | 5,680 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morton Brown Family Wealth, LLC | 350,099 | $11,290,700 | 5.77% |
| ACT WEALTH MANAGEMENT, LLC | 256,220 | $8,263,100 | 5.55% |
| Strategic Financial Planning, Inc. | 151,520 | $4,886,518 | 4.50% |
| Johnson Financial Group, LLC | 942,897 | $30,408,428 | 4.34% |
| JFG Wealth Management, LLC | 337,598 | $10,887,536 | 3.56% |
| McAdam, LLC | 1,314,252 | $42,384,623 | 3.48% |
| Kathleen S. Wright Associates Inc. | 152,948 | $4,932,581 | 2.76% |
| Brand Asset Management Group, Inc. | 165,042 | $5,322,604 | 2.73% |
| Vise Technologies, Inc. | 326,210 | $10,520,277 | 2.59% |
| HORIZON FINANCIAL SERVICES, LLC | 97,261 | $3,136,670 | 2.52% |